Sentiment towards European equities has been on the rise this year.
As the European economy continues to recover, investors have been buoyed by sustained earnings growth and a perceived reduction in political risk. We believe this should help counter any modest tightening of monetary policy as well as the impact of a stronger euro. The political uncertainty caused by a populist resurgence at the start of the year has receded, following the victory of centrist Emmanuel Macron in May's French Presidential Election. GAM's Gallagher: Why there is 'pretty good potential' for an earnings rebound in Europe in 2017 Although German Chancellor Angela Mer...
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